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Front desk

Reception

Reception books, finds patients, checks them in, and keeps the front desk moving. Reception does not start visits, write clinical notes, sign prescriptions, or change stock. You join from an invite, not by creating a practice.

  1. 01 Joining from an invite Open the invite email, sign in with that address, and wait if the practice is still being approved. Reception · 1 min
  2. 02 What you see The screens in your menu, and the admin tools that stay hidden. Reception · 1 min
  3. 03 Patients at the front desk Find a chart, add one, update demographics, and archive. You do not open the visit. Reception · 1 min
  4. 04 Booking, the diary, and check-in Book a time, move through the calendar, check a patient in, or cancel. Reception · 1 min
  5. 05 Link requests Match the portal account to the patient file before you approve. Reception · 1 min
  6. 06 Schedule, practice, stock, and claims What you can change on Schedule, what is read-only on Practice, and what stays with the doctor. Reception · 1 min